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Aviso Wealth and ACU Wealth Management Events

Plan to attend this FREE Zoom webinar to gain a deeper understanding of spousal income splitting.

People choose to be together for love, but the tax system also has its say in that relationship. By understanding how taxes affect them, spouses can work around and within the rules to get the best possible tax result, particularly when it comes to managing investment income.

Everything you need to know and more about spousal income splitting, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth Inc.

Webinar topic: Spousal Income Splitting

Date & Time: Tuesday, October 24, 2023 from 12:00pm (noon) to 1:00pm (CST)

Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!

Join Zoom Meeting

Meeting ID: 892 3630 1121
Passcode: 276784


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Call: 204-272-7920
Meeting ID: 892 3630 1121
Passcode: 276784

Plan to attend this FREE webinar on Spousal Income Splitting

About the presenter

Doug Carroll BBA JD LLM(Tax) CFP TEP
Tax & Estate Specialist
Aviso Wealth Inc.


  • Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
  • He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
  • Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
  • He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.
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